401(k)
2023 plan-year 401(k) DOL Form 5500

Golub Corporation Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Golub Corporation · New York · Retail Trade

What the 2023 filing shows

Golub Corporation Profit Sharing Plan holds $103M for 6,678 participants — about $15,440 per participant, down 53.6% over the 2023 plan year.

$103M
total plan assets (2023 EOY)
6,678
covered participants
$15,440
avg assets per participant
-53.6%
assets change YoY

The plan reported a net loss of $119M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$103M
Participants
6,678
State
Industry
Retail Trade

What the Filing Says About Golub Corporation Profit Sharing Plan

Golub Corporation Profit Sharing Plan is a 401(k) retirement plan sponsored by Golub Corporation, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 6,678 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 140724820, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $222M at the beginning of 2023 to $103M at year-end — a decline of 53.6%. Net assets (after liabilities) closed the year at $103M, with reported net income of $-119,311,754 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$222M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$-119,311,754
Plan Type401(k)
Employer EIN140724820
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golub Corporation)

Year Plans Participants Total Assets
2022 4 29,974 $602M
2023 3 14,681 $489M
2024 3 11,690 $480M

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Frequently Asked Questions

How much money is in the Golub Corporation Profit Sharing Plan?
As of the 2023 Form 5500 filing, Golub Corporation Profit Sharing Plan holds $103M in total assets with 6,678 participants. It is sponsored by Golub Corporation.
What type of plan is Golub Corporation Profit Sharing Plan?
Golub Corporation Profit Sharing Plan is a 401(k) plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 140724820.
Who sponsors the Golub Corporation Profit Sharing Plan?
Golub Corporation Profit Sharing Plan is sponsored by Golub Corporation, located in New York. The sponsor's EIN is 140724820 and the plan operates in the Retail Trade industry.
How did Golub Corporation Profit Sharing Plan perform in 2023?
Golub Corporation Profit Sharing Plan declined by 53.6% during 2023, moving from $222M to $103M in total assets. Net income was $-119,311,754.
Where can I find official filings for Golub Corporation Profit Sharing Plan?
Official Form 5500 filings for Golub Corporation Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 140724820 or plan name at efast.dol.gov.
How does Golub Corporation Profit Sharing Plan compare to other plans?
You can compare Golub Corporation Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 140724820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.